Banking Advisor at FNB South Africa

Experience: Mid-level

Education: Bachelors

Job-type: Full Time

Location: Western Cape

First National Bank (FNB; Afrikaans: Eerste Nasionale Bank (ENB)) is one of South Africa’s “big four” banks. It is a division of FirstRand, a large financial services conglomerate, which trades on the Johannesburg Securities Exchange (JSE), under the symbol: FSR. FNB is also listed on the Botswana Stock Exchange under the symbol FNBB and is a constituent of the BSE Domestic Company Index.

Job overview 

  • To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Responsibilities

  • Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
  • Build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business through ensure effective management of the leads pipeline.
  • Consistently produce high-quality outputs within agreed deadlines

Requirements

  • Minimum Qualification – RE5 Certificate with a bachelor’s degree at NQF7 level in Finance, Business Management or Accounting
  • Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment i.e. Banking, Insurance & Investments
  • A person must not be unrehabilitated insolvent

Method of Application

Meet the qualifications?

Apply now at FNB South Africa on firstrand.wd3.myworkdayjobs.com l

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